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Disclosery

David Wealth Management LLC: DFSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of David Wealth Management LLC on DFSD, newest first. How the timeline and the estimate are built.

David Wealth Management LLC held 360,829 DFSD shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 360,829 shares
    Change vs previous 13F +12,293 shares

    12.9% of the 13F portfolio, value $17,323,408.

    13F-HR 0001172661-25-002680 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 348,536 shares
    Change vs previous 13F -3,969 shares

    13.86% of the 13F portfolio, value $16,562,439.

    13F-HR 0001172661-25-001498 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 352,505 shares
    Change vs previous 13F not available

    13.65% of the 13F portfolio, value $16,525,405.

    13F-HR 0001172661-25-000402 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).